What does 35 years in financial planning really teach you?In Part 2 of this special Retirement Straight Talk series, Paul and William Barreca share the final five lessons from Paul’s 35-year career helping Canadians plan smarter, invest better, and avoid the mistakes that derail financial freedom.🎯 In this episode, you'll learn:Why the basics of wealth-building still work (but most people ignore them)The real reason you need insurance, and how to view it differentlyWhy your portfolio is not your planHow procrastination quietly kills your dreamsWhy great financial advice might be your best investment📘 PLUS - Free Resource9 Tax & Retirement Strategies Every Business Owner Needs to KnowLearn nine smart ways to protect your family, reduce tax, and make better long-term decisions for your business.👉 Download your copy: https://www.westendwealth.com/free-whitepapers📞 Want to talk through your plan? Book a no-pressure conversation at: https://calendly.com/westendwealth/introcall?month=2025-11 Hosted on Acast. See acast.com/privacy for more information.

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